STRATEGIC PARTNERS from Raymond James

Raymond James helps us in many important ways, providing access to leading investment research, operational and trading support, market-leading technologies, and above all, to professionals who offer their invaluable insight on a wide spectrum of important financial disciplines. Here are key individuals in the Raymond James home office who help us serve you by serving as our strategic partners in wealth management, portfolio strategies and retirement planning.

Our Partners

Will Storey Bio Image
Will Storey
Regional Structured
Investments Consultant
john hanlon headshot
John Hanlon, MSFS, CPWA®, ChFC®, CLU®
Private Wealth Consultant
Cory Rodrigue
Cory Rodrigue, CIMA®
Senior Asset Management Consultant, CIMA®

Let’s map out your financial plan, together.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

Brandywine Valley Financial Services LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

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